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Best Pratices

Question asked by Kirk_1 on Apr 7, 2015
Latest reply on Apr 7, 2015 by Kirk_1


Best Pratices


I have a separate Sales menu. I need to keep the Sales people with in that menu. I've based their layouts on tables in the rest of the data base, but named them Sales_... I have buttons specific to their needs. and for the most part kept them in their own records. For ex:

When i go to a new layout i take their id with me and do a find with just their criteria - "=" & $SalesID. I set a SaleID field in that layout to keep track of it, so when they leave i have it to go to the next layout.

My issue is that it is still taking them to other sales folks records. I'm not sure how or why.

What is the best way to keep them in their records? I thought of get (accountname) and using that...

Any ideas based on you experience?